Use WPS Email through 3 topics: open the email question, adjust email settings, and preview before saving; the index below links to each task directly.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Email question | Free |
| 2 | 2. Adjust email settings | Free |
| 3 | 3. Preview and save | Free |
How-to Guide
1. Open the Email question
Entry path: Form Editor → Questionnaire → Email
- Open the Smart Forms editing screen.
- Select the Questionnaire module in the left navigation area.
- Find the Email option.
- Click Email to enter editing mode.
Success Criteria
- Interface result: The email question editing area is open.
- Next action available: You can continue to adjust email-related settings.
Tips While Using
- Common mistake: If you are not in the Questionnaire module, the Email option may not appear.
- Environment note: If the form is online, keep the network connection stable.
2. Adjust email settings
Entry path: Email editing panel
- Review the available options in the email editing panel.
- Adjust the settings as needed based on the on-screen options.
- Check whether the question content and input requirements match your form needs.
- Keep the current settings and prepare for preview.
Success Criteria
- Interface result: The email question settings reflect the current setup you need.
- Next action available: You can move on to preview or saving.
Tips While Using
- Common mistake: Skipping a final review after editing may affect the respondent experience.
- Environment note: If other online settings are involved, complete the setup with a stable connection.
3. Preview and save
Entry path: Preview / Confirm / Save
- Open preview to check how the email question appears.
- Confirm that the display and input effect are correct.
- Click Confirm to finish the current action.
- Click Save as needed, or continue with later publishing steps.
Success Criteria
- Interface result: The preview matches your expectation and the current setup is completed.
- Next action available: The form can continue to be edited, saved, or published.
- No side effect: The completed email settings are not lost after preview.
Tips While Using
- Common mistake: Previewing without saving may leave changes unapplied.
- Environment note: Some form effects may apply to new submissions after later publishing steps.